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            Set Up an Account Contact Relationship

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            Set Up an Account Contact Relationship

            The account contact relationship associates an alumni record with the original employee record. The relationship helps you easily access the alumni record's parent record to see the employee details.

            Required Editions

            View supported editions.
            User Permissions Needed
            To enable Contact to Multiple Accounts: Customize Application
            To view page layouts: View Setup and Configuration
            To edit page layouts: Customize Application
            To edit users: Manage Internal Users
            To change picklists: Customize Application
            To create page layouts: Customize Application
            1. Specify the default account behavior for your org.
            2. Add a new picklist value to the Roles field, and name the value Alumni.
            3. Add Related Contacts to the Related Lists section of the Person Account page layout.
             
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